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American Express

2,040 hedge funds and large institutions have $103B invested in American Express in 2023 Q1 according to their latest regulatory filings, with 185 funds opening new positions, 746 increasing their positions, 734 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,040
Holders Change
+43
Holders Change %
+2.15%
% of All Funds
32.65%
Holding in Top 10
60
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+42.86%
% of All Funds
0.96%
New
185
Increased
746
Reduced
734
Closed
100
Calls
$2.08B
Puts
$1.89B
Net Calls
+$192M
Net Calls Change
+$352M
Name Holding Trade Value Shares
Change
Shares
Change %
LBC
826
Lowe Brockenbrough & Co
Virginia
$1.9M -$13.9K -84 -0.7%
Aristotle Capital Management
827
Aristotle Capital Management
California
$1.9M
PA
828
Profund Advisors
Maryland
$1.9M -$21.1K -128 -1%
HG
829
Herbst Group
Connecticut
$1.9M +$16.5K +100 +0.9%
FBC
830
Fairfield, Bush & Co
Connecticut
$1.89M +$1.65M +10,000 +699%
B
831
Bailard
California
$1.88M +$8.74K +53 +0.5%
SCM
832
SOL Capital Management
Maryland
$1.88M
BFA
833
Buttonwood Financial Advisors
Maryland
$1.88M -$78.7K -477 -4%
SFA
834
Sequoia Financial Advisors
Ohio
$1.88M +$379K +2,297 +25%
ECM
835
ExodusPoint Capital Management
New York
$1.86M -$1.75M -10,634 -49%
RWP
836
RWA Wealth Partners
Massachusetts
$1.86M
PWP
837
Private Wealth Partners
California
$1.85M
MIA
838
MainStreet Investment Advisors
Illinois
$1.84M +$376K +2,278 +26%
QT
839
Quantbot Technologies
New York
$1.84M +$70.4K +427 +4%
JWCA
840
J.W. Cole Advisors
Florida
$1.83M -$53.9K -327 -3%
PH
841
Pinnacle Holdings
Oklahoma
$1.83M -$5.11K -31 -0.3%
MC
842
Moors & Cabot
Massachusetts
$1.83M -$274K -1,663 -13%
GCM
843
Graham Capital Management
Connecticut
$1.82M +$463K +2,806 +34%
EAM
844
EFG Asset Management
Oregon
$1.82M +$239K +1,449 +15%
WB
845
Webster Bank
Connecticut
$1.82M +$1.39M +8,419 +324%
TNA
846
True North Advisors
Texas
$1.81M
GFA
847
Gifford Fong Associates
California
$1.81M
SPC
848
Sigma Planning Corp
Michigan
$1.81M -$31.8K -193 -2%
WI
849
Wintrust Investments
Illinois
$1.8M +$29K +176 +2%
AIC
850
Argus Investors Counsel
New York
$1.79M -$4.78K -29 -0.3%